We provide a client review service to help you meet your ongoing annual review requirements and to meet the regulatory requirements of MiFID II. We offer a number of types of review suitability report which will correspond to the complexity of your client’s financial affairs and the level of service that they have agreed with you.
The client review service includes:
• Updated key client information
• Full suitability review
• Fund performance review (FE Fund Info)
• Cash flow forecasts to a client's life expectancy age and beyond
• Aggregated costs & charges (ex-ante & ex-post)
We can also assist with your annual drawdown reviews. This will include a full assessment of income and expenditure and will fully cover all the clients’ options with regard to taking flexible benefits from their pension. Where required, the client review report will also include comprehensive cashflow planning.